Curry Webb Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed June 10, 2026), Curry Webb Wealth Management LLC reported 63 stock positions worth $211.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.5% of the portfolio, followed by Vanguard S&P 500 Growth ETF (VOOG, 8.9%) and Invesco Russell 1000 DYN M/F (OMFL, 7.9%). Compared with Q4 2025, it opened 1 new position, sold out of 5, added to 22 and reduced 37. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +92%) and the biggest sale an exit from Invesco S&P 500 Top 50 ETF (XLG).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0002060114
- Portfolio Value
- $211.6M (Q1 2026)
- SEC Filing
- 0002060114-26-000003 ↗ filed Jun 10, 2026
Holdings Value
Holdings 63 stocks · $211.6M
| IVV iShares Core S&P 500 ETF | 16.52% | 53,507 | $35.0M | Add +91.8% |
| VOOG Vanguard S&P 500 Growth ETF | 8.95% | 46,455 | $18.9M | Add +6.7% |
| OMFL Invesco Russell 1000 DYN M/F | 7.85% | 276,426 | $16.6M | Add +33.8% |
| VFLO Victoryshares Free Cash Flow | 7.30% | 391,553 | $15.5M | Add +13.8% |
| GSY Invesco Ultra Short Duration | 5.25% | 221,496 | $11.1M | Add +123.6% |
| GLD SPDR Gold Shares | 3.85% | 18,914 | $8.1M | Reduce -13.8% |
| IJH iShares Core S&P Midcap ETF | 3.46% | 108,563 | $7.3M | Add +28.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.04% | 70,952 | $6.4M | Add +33.0% |
| IMFL Invesco Int DVLP DYN Multi | 2.98% | 199,457 | $6.3M | Add +18.9% |
| GTO Invesco Total Return Bond Et | 2.98% | 134,445 | $6.3M | Add +42.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.91% | 9,480 | $6.2M | Reduce -8.2% |
| AGG iShares Core U.S. Aggregate | 2.59% | 55,264 | $5.5M | Reduce -19.7% |
| IEMG iShares Core MSCI Emerging | 2.48% | 75,275 | $5.3M | Add +16.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.23% | 14,732 | $4.7M | Reduce -10.7% |
| PRF Invesco Rafi US 1000 ETF | 2.12% | 94,580 | $4.5M | Reduce -7.3% |
| IFLN Invesco Bloomberg Enhanced F | 1.64% | 193,697 | $3.5M | Reduce -15.1% |
| HBAN Huntington Bancshares Inc. | 1.51% | 204,746 | $3.2M | New |
| JSCP JPMorgan Short Duration Core | 1.37% | 61,477 | $2.9M | Reduce -7.2% |
| VEA Vanguard Ftse Developed ETF | 1.23% | 40,481 | $2.6M | Add +0.1% |
| JPST JPMorgan Ultra-Short Income | 1.21% | 50,613 | $2.6M | Reduce -10.5% |
| SCHC Schwab Intl Small-Cap Equity | 1.16% | 52,679 | $2.5M | Add +16.2% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 1.14% | 36,234 | $2.4M | Reduce -5.4% |
| GLDM SPDR Gold Minishares Trust | 1.05% | 23,877 | $2.2M | Reduce -10.8% |
| QLV NT US Qual Lowvol ETF | 1.04% | 30,727 | $2.2M | Reduce -27.5% |
| IQDF NT Intl Qual Div ETF | 0.99% | 65,881 | $2.1M | Reduce -21.4% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.98% | 41,109 | $2.1M | Reduce -27.0% |
| LLY Eli Lilly & Co. | 0.93% | 2,146 | $2.0M | Reduce -5.1% |
| VOO Vanguard S&P 500 ETF | 0.86% | 3,049 | $1.8M | Reduce -5.3% |
| JAVA JPMorgan Active Value ETF | 0.72% | 21,202 | $1.5M | Reduce -14.6% |
| SCHK Schwab 1000 Index ETF | 0.65% | 43,999 | $1.4M | Reduce -5.9% |
| RSP Invesco S&P 500 Equal Weight | 0.65% | 7,131 | $1.4M | Reduce -18.9% |
| VWO Vanguard Ftse Emerging Marke | 0.56% | 21,911 | $1.2M | Reduce -0.4% |
| GOVI Invesco Equal Weight 0-30 YR | 0.55% | 42,958 | $1.2M | Reduce -64.7% |
| SCHF Schwab Intl Equity ETF | 0.54% | 45,894 | $1.1M | Reduce -1.2% |
| AAPL Apple Inc. | 0.51% | 4,277 | $1.1M | Add +47.1% |
| C Citigroup Inc. | 0.50% | 9,420 | $1.1M | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 8,336 | $1.0M | Reduce -30.1% |
| IVW iShares S&P 500 Growth ETF | 0.48% | 9,066 | $1.0M | Reduce -9.2% |
| ESG NT Stoxx US ESG ETF | 0.32% | 4,457 | $676K | Add +1.9% |
| QLVE NT Emg MKTS QLV ETF | 0.30% | 21,480 | $638K | Reduce -32.5% |
| MBIN Merchants Bancorp | 0.29% | 14,083 | $604K | Reduce -18.3% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 2,833 | $543K | Add +0.1% |
| IWV iShares Russell 3000 ETF | 0.25% | 1,435 | $532K | No change |
| IWM iShares Russell 2000 ETF | 0.25% | 2,142 | $531K | Reduce -9.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.21% | 1,500 | $453K | No change |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,554 | $447K | Reduce -8.8% |
| MCD McDonald's Corp. | 0.21% | 1,430 | $444K | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.21% | 2,124 | $442K | Reduce -4.7% |
| MSFT Microsoft Corp. | 0.20% | 1,157 | $428K | Reduce -3.6% |
| IAU iShares Gold Trust | 0.20% | 4,842 | $427K | Reduce -48.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.19% | 8,266 | $399K | Add +0.2% |
| SGOL Abrdn Physical Gold Shares | 0.19% | 8,876 | $396K | Reduce -63.3% |
| NVDA Nvidia Corp. | 0.17% | 2,054 | $358K | Reduce -5.7% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.16% | 3,830 | $348K | Add +13.3% |
| WMT Walmart Inc. | 0.16% | 2,786 | $346K | Add +6.5% |
| GOOG Alphabet Inc. Class C | 0.16% | 1,169 | $335K | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 0.13% | 463 | $265K | Add +4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,275 | $250K | Reduce -10.8% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 2,101 | $241K | No change |
| DVY iShares Select Dividend ETF | 0.11% | 1,500 | $227K | Add +0.5% |
| ESGU iShares ESG Aware MSCI USA | 0.10% | 1,499 | $212K | Add +0.1% |
| SLV iShares Silver Trust | 0.10% | 3,082 | $210K | Reduce -31.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 2,171 | $201K | Add +0.2% |
Portfolio Sells Q4 2025 → Q1 2026
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −5.38 |
| CADE Cadence Bank | Sold out | 0.00% | −1.87 |
| GOVI Invesco Equal Weight 0-30 YR | Reduce -64.7% | 0.55% | −1.11 |
| AGG iShares Core U.S. Aggregate | Reduce -19.7% | 2.59% | −0.82 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.2% | 2.91% | −0.58 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.7% | 2.23% | −0.51 |
| QLV NT US Qual Lowvol ETF | Reduce -27.5% | 1.04% | −0.47 |
| GLD SPDR Gold Shares | Reduce -13.8% | 3.85% | −0.47 |
| IFLN Invesco Bloomberg Enhanced F | Reduce -15.1% | 1.64% | −0.46 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -27.0% | 0.98% | −0.43 |
| SGOL Abrdn Physical Gold Shares | Reduce -63.3% | 0.19% | −0.31 |
| IQDF NT Intl Qual Div ETF | Reduce -21.4% | 0.99% | −0.28 |
| LLY Eli Lilly & Co. | Reduce -5.1% | 0.93% | −0.27 |
| PRF Invesco Rafi US 1000 ETF | Reduce -7.3% | 2.12% | −0.25 |
| IJR iShares Core S&P Small-Cap E | Reduce -30.1% | 0.49% | −0.22 |
| JPST JPMorgan Ultra-Short Income | Reduce -10.5% | 1.21% | −0.21 |
| JSCP JPMorgan Short Duration Core | Reduce -7.2% | 1.37% | −0.19 |
| RSP Invesco S&P 500 Equal Weight | Reduce -18.9% | 0.65% | −0.19 |
| IAU iShares Gold Trust | Reduce -48.8% | 0.20% | −0.18 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.18 |
| JAVA JPMorgan Active Value ETF | Reduce -14.6% | 0.72% | −0.16 |
| QLVE NT Emg MKTS QLV ETF | Reduce -32.5% | 0.30% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -5.3% | 0.86% | −0.14 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.2% | 0.48% | −0.13 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.12 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.12 |
| SCHK Schwab 1000 Index ETF | Reduce -5.9% | 0.65% | −0.11 |
| GLDM SPDR Gold Minishares Trust | Reduce -10.8% | 1.05% | −0.09 |
| MSFT Microsoft Corp. | Reduce -3.6% | 0.20% | −0.09 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -5.4% | 1.14% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -8.8% | 0.21% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 0.21% | −0.05 |
| SLV iShares Silver Trust | Reduce -31.8% | 0.10% | −0.05 |
| C Citigroup Inc. | Reduce -0.0% | 0.50% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -9.1% | 0.25% | −0.04 |
| NVDA Nvidia Corp. | Reduce -5.7% | 0.17% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 0.16% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.4% | 0.56% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -1.2% | 0.54% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.8% | 0.12% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.21% | −0.01 |
| MBIN Merchants Bancorp | Reduce -18.3% | 0.29% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Add +91.8% | 16.52% | +7.04 |
| GSY Invesco Ultra Short Duration | Add +123.6% | 5.25% | +2.78 |
| OMFL Invesco Russell 1000 DYN M/F | Add +33.8% | 7.85% | +1.59 |
| HBAN Huntington Bancshares Inc. | New | 1.51% | +1.51 |
| GTO Invesco Total Return Bond Et | Add +42.7% | 2.98% | +0.76 |
| IJH iShares Core S&P Midcap ETF | Add +28.1% | 3.46% | +0.69 |
| IEFA iShares Core MSCI Eafe ETF | Add +33.0% | 3.04% | +0.67 |
| VFLO Victoryshares Free Cash Flow | Add +13.8% | 7.30% | +0.58 |
| IMFL Invesco Int DVLP DYN Multi | Add +18.9% | 2.98% | +0.50 |
| IEMG iShares Core MSCI Emerging | Add +16.1% | 2.48% | +0.32 |
| SCHC Schwab Intl Small-Cap Equity | Add +16.2% | 1.16% | +0.14 |
| AAPL Apple Inc. | Add +47.1% | 0.51% | +0.12 |
| WMT Walmart Inc. | Add +6.5% | 0.16% | +0.02 |
| DVY iShares Select Dividend ETF | Add +0.5% | 0.11% | +0.00 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +13.3% | 0.16% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.2% | 0.19% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.10% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +0.1% | 0.10% | −0.01 |
| META Meta Platforms Inc. Class A | Add +4.3% | 0.13% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +0.1% | 0.26% | −0.02 |
| ESG NT Stoxx US ESG ETF | Add +1.9% | 0.32% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 1.23% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Add +6.7% | 8.95% | −0.65 |